Jonathan Ulloa
Jonathan Ulloa is a registered investment advisor at Asia Pacific Financial Management Group, INC., based in Hagatna, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,433 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
145 Aspinall Avenue, Hagatna, 96910-5156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan works as a journalist/editor for Uno Magazine Guam, a bi-monthly publication. He spends about 10-20% of his time coordinating and writing articles for the magazine.
Employment History
Current Registrations
Asia Pacific Financial Management Group, INC.
Previous Registrations
Asia Pacific Financial Management Group, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations5 states
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